Situation

A dynamic and forward-thinking medical imaging core lab tracked their sales information and operations in disparate spreadsheets and databases across the organization.

Complication

The normal sales process for this medical device testing company was that before the original project had finished, clients would request extensions to the original study. While amendments were a large part of the business, they presented a huge problem in tracking the operations management in terms of scope creep as well as the data integrity of new vs. old scope, pricing, and accurate assignment of income sources in terms of new vs. existing projects.

Solution

The Fury Group mapped the complex sales and amendment process for new and existing projects. We then developed a series of HIPPA-compliant custom objects which would allow the team to create an initial opportunity and then be able to track the project through completion adding or filtering out amendments to the original scope as necessary. Fiscal reporting became extraordinarily accurate, and members were able to easily obtain past, current, and predicted sales information with the click of a button.

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